Antonio Linares
Large enough to concern many

$SPOT is a large % of my portfolio. - Antonio Linares
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Giuliano
How could a human being put this together 400 years ago? https://t.co/HpRfrDrNSf
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Antonio Linares
I'm up 2X on $PLTR and 3X on $SPOT and this is just the start.
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Giuliano
Esto es increíble.

Empezar a traer invitados a @SaberCompuesto fue una de las mejores ideas que tuvimos: aprendemos un montón y tenemos conversaciones profundas con gente interesantísima. Gracias por la recomendación @alejobaltasar! https://t.co/cZxYkq4Jls - Owen Botto
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 Q-Cap 
The amount of people in my circle that I’ve noticed lost 20-40lbs in the last few years is staggering.

Just proves people are lazy.

Regular exercice and sensible eating has always been there.

People always want to skip a step.

The magic pill will always win. https://t.co/9ErBUtPAZM
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The Long Investor
$BTC she will be worth the wait.

$BTC the comments under this chart from the middle of March 😂

I brought you up and I said I’d guide you down

Once the pull back is complete, $BTC moves higher again. - The Long Investor
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The Long Investor
$BTC She will be worth the wait. https://t.co/YuxSl6EAx3

$BTC the comments under this chart from the middle of March 😂

I brought you up and I said I’d guide you down

Once the pull back is complete, $BTC moves higher again. - The Long Investor
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The Institutional Limited Partner
I needed off to load some of my 54 days of annual paid leave 😅
Enjoying one of the many wonders this country has to offer https://t.co/us0npRNprK
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Brandon Beylo
Just a heads up for all you precious metals fans.

Silver crushes gold during the early stages of a Fed Pivot.

Maybe this time will be different.

But if it's not, silver looks ready to rip. And the equities will snap higher, too.

Data via SCP Research.

#silver
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Dimitry Nakhla | Babylon Capital®
“We will continue to ignore political & economic forecasts, which are an expensive distraction for many investors and businessmen”

— Warren Buffett 🗣️

1994 Berkshire Shareholder Letter 📝

#stocks #investing
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The Long Investor
$SHOP is joining our Top 20 list from today.

Chart will now be uploaded every weekend and reviewed again every Wednesday.

It is not cheap in terms of looking at its fundamentals right now but neither was $AMZN when it had a PE of 300+ when we first bought it

And it has climbed 82% since then.

$SHOP is approaching our Wave C level shortly so we will consider a position here shortly and continuously add on Wave 2 and Wave 4 in its next impulse wave.
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The Long Investor
$BABA Fair Value was estimated on 5 Year Free Cash Flow projection.

It is also in line with our Mean Reversion Zone on our chart below.

Current Price: $79
Fair Value: $241
Mean Reversion Zone: starts at $140 at the end of this year. https://t.co/7agRvJkL6H

$BABA
This is very straightforward for $BABA now:

2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion

And the share price pulled back hard because of this 2022 dip in FCF.

If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.

80% potential upside if management can execute their recovery now. - The Long Investor
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The Long Investor
A reminder of our Current Top 20 list:

Each chart is uploaded every Sunday evening to prepare our group for the week ahead and reviewed every Wednesday.

$AAPL
$AMZN
$AMD
$ABNB
$BTC
$BABA
$COST
$DIS
$GOOG
$MSFT
$INTC
$NKE
$NIO
$PLTR
$PYPL
$TSLA
$SHOP
$SE
$SPY
$QQQ
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